Special Planning for Special People; A conversation about Special Needs Trusts

Time: June 16, 2012, Saturday, 2:00 pm - 4:00 pm

Location: Orange County Adult Achievement center (OCAAC)

225 W. Carl Karcher Way,

Anaheim, CA 91801

Speaker William Brodak, Atterney at Law, will discuss basic questions including guardian or conservator issues, things to consider before setting up an SNT, the impact on public benefits, the types of SNTs. If time permits, he’ll also discuss the taxation and reporting of SNTs.